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Jeremy Wayne Ingram

Investment Adviser Representative at BEACON HARBOR WEALTH ADVISORS

Virginia Beach, VACRD #4281667Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
2 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
TexasVirginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/1/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/14/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Investment Management: $0 - $500,0001.50%
Investment Management: $500,001 - $1,000,0001.25%
Investment Management: $1,000,001 and Above1.00%
Pension Consulting: $0 - $1,000,0000.75%
Pension Consulting: $1,000,001 - $3,000,0000.50%
Pension Consulting: $3,000,001 - $5,000,0000.35%
Pension Consulting: $5,000,001 and Above0.25%
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Beacon Harbor Wealth Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BEACON HARBOR WEALTH ADVISORSCurrent
5/16/2019Virginia Beach, VA
WELLS FARGO CLEARING SERVICES, LLC
9/12/20075/21/2019Virginia Beach, VA
MERRILL LYNCH PIERCE FENNER & SMITH INC.
2/5/20019/13/2007Virginia Beach, VA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeremy Wayne Ingram has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.